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The Wealth Integration & Transfer System

The Wealth Integration & Transfer System™ (WITS) is a three phase, eight step process designed to help our clients think through wealth and charitable planning issues that might otherwise go unexamined. It helps families leave their legacy by removing various dangers present in any family environment, it creates opportunities that can reveal a renewed zest for life, and it builds upon families’ strengths, ultimately allowing financially successful people to move their lives from success to significance!

Learn more...

Do you have high-speed Internet access (DSL, Cable, T1, etc)?  If so, check out our Introduction to the WITS PowerPoint Slideshow (1.6 MB) by selecting this link: 

    

 

Financial Planning

The Financial Independence Group is a Indiana Registered Investment Advisor offering comprehensive financial planning services in many areas.  Some areas include:

  • Personal Planning

  • Asset & Income Protection

  • Business Planning

  • Retirement Solutions

  • Estate Planning

Learn more...

 

 

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Send mail to jerry.nuerge@finindgroup.com with questions or comments about this web site.
Copyright © 2003 Financial Independence Group

 

Regulatory Disclosure
Financial Independence Group (FIG) is an Indiana Registered Investment Advisory firm. FIG does not render investment or financial planning advice through this medium. The information contained in this site is limited to providing you an overview of the firm and its services. Investment advice can only be given or services performed after all of the following conditions have been met:; 1. Delivery of FIG's Form ADV Part II to you. 2. Execution of a Letter of Understanding by you and the firm.

Other Disclaimers

The information at the Financial Independence Group's web site is intended as general information only and not as specific investment advice. The communication of information and the receipt of information from this site and those connected and maintaining this site does not and is not intended to establish a client relationship. The information in this site is based upon data gathered from what the firm believes to be reliable sources. It is not guaranteed as to accuracy and is not intended as the primary basis for investment decisions. It should not be construed as meeting the particular needs of any individual. Visitors to this site should not act on the information found at this site, but should seek professional financial counseling relating to his/her specific matter(s). While staff at the firm would be pleased to speak to interested parties, the firm is not interested in representing anyone who is selecting an adviser based only on the information contained at this site if this information does not comply with the legal and ethical requirements of the reader's state or country.  Any reference that might be made to an investment or portfolio's performance is based on historic data. One should not assume that this performance would continue in the future.

This site has been published in the USA for residents of the USA and not intended for distribution or use by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject Financial Independence Group or its affiliates to any registration requirement within such jurisdiction.